Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1401
Laffer Tengler Investments
Tennessee
$408K -$174K -382 -28%
MP
1402
Moment Partners
California
$407K +$443K +972 New
RWM
1403
Rockline Wealth Management
New York
$407K – – –
DAS
1404
Diversify Advisory Services
Utah
$404K -$61.5K -135 -12%
PCH
1405
PGIM Custom Harvest
New Jersey
$398K +$52.4K +115 +14%
MCCP
1406
Mission Creek Capital Partners
California
$397K -$18.2K -40 -4%
NB
1407
Nicolet Bankshares
Wisconsin
$397K +$5.47K +12 +1%
TWA
1408
Tandem Wealth Advisors
Arizona
$394K +$22.3K +49 +5%
CFO
1409
CVA Family Office
Colorado
$391K +$37.8K +83 +10%
TA
1410
TFB Advisors
Kansas
$390K +$6.38K +14 +2%
RCG
1411
Regatta Capital Group
California
$390K -$2.73K -6 -0.6%
THCM
1412
Taylor Hoffman Capital Management
Virginia
$389K – – –
LA
1413
Lifeworks Advisors
Michigan
$389K -$46K -101 -10%
MWPCG
1414
Measured Wealth Private Client Group
New Hampshire
$389K – – –
KA
1415
Klingman & Associates
New York
$389K +$12.8K +28 +3%
1WA
1416
180 Wealth Advisors
Washington
$387K -$23.2K -51 -5%
W
1417
Wealthquest
Ohio
$385K -$21K -46 -5%
HWMO
1418
Heritage Wealth Management (Ohio)
Ohio
$384K – – –
GC
1419
Grimes & Company
Massachusetts
$383K +$18.2K +40 +5%
LWL
1420
Leo Wealth LLC
Texas
$383K +$13.2K +29 +3%
HPM
1421
Hoxton Planning & Management
West Virginia
$383K -$31.9K -70 -7%
BFW
1422
Brady Family Wealth
Missouri
$382K +$4.1K +9 +1%
TTWM
1423
TCV Trust & Wealth Management
Virginia
$382K – – –
RAG
1424
RIA Advisory Group
Iowa
$382K +$416K +912 New
TIA
1425
Tiemann Investment Advisors
California
$382K – – –